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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and …
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When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
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Sweetgreen Stock in the Toilet
Together with Good Morning, Trump will sell high-speed access to his Truth Social posts, Mamdani wants to ban landlords from requiring proof or income, bulge brackets went on a massive job cut spree in Q2, and the explosive diarrhea outbreak has caused sweetgreen stock to plunge 25% in just four days. Transform your sleep for …
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California Knows No Limits
Together with Good Morning, South Korea's president called their stock market 'unstable,' Buffett was behind Berkshire's $10B investment in Google, Morgan Stanley got a boost from new SpaceX millionaires, and California billionaires may face intrusive residency audits to prove that they live elsewhere after fleeing a potential wealth confiscation. Mizuho recently hosted prominent tech leaders …
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Someone check in on the Koreans
Together with Good Morning, Wall Street banks smashed earnings, inflation dropped for the first time since Covid, New York imposed a data center moratorium, SpaceX will launch a Starship test flight tomorrow, 3% of all Korean adults got margin called, and a Korean YouTube trader was stabbed by a viewer who lost money after taking …
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Slop Bowls South of the Border
Together with Good Morning, Wall Street banks are set to report their biggest IB fees haul in years, retail traders are investing in everything but the S&P 500, Goldman is pitching investors on loans to their own private funds, Italy's oldest dairy company securitized cheese, and Chipotle is set to open in Mexico. Datasite surveyed …
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The Gloves Are Off
Together with Good Morning, StubHub's CEO is running a mass scalping operation, Korean stocks are now the cheapest (not a typo) they've ever been, Phoebe Gates' startup was exposed for 'cookie stuffing' fraud, JPMorgan's AI agents are beating 60/40 portfolios, and Musk and Sam Altman are beefing on the timeline after Musk instigated Altman in …
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Goldman Puts on the Chains
Good Morning, Zuck returned to X to promote Meta's latest AI models, Kevin Warsh named Marc Andreessen to his Fed task force, CVC replaced bankers with AI on a sale process, Goldman Sachs banned employees from trading on prediction markets, and Nvidia's valuation is now lower than pre-AI boom levels. Let's dive in. Before The …
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The AI shortcut no one should be taking
Together with Good Morning, The US-Iran ceasefire broke down, bringing inflation fears back to the forefront. Elsewhere, SIG is using World Cup outcomes to hedge risks for clients, a hedge fund baby is through the Wimbledon semis, and Raymond James is forecasting a 500% upside for SpaceX. Ken Bisconti, a global head at SS&C Intralinks, …
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SpaceX to the Mars
Together with Good Morning, US and Iran are lighting up Hormuz again, PE firms are sitting on a nine-year backlog, hedge funds had their best H1 since 2021, BlackRock will launch a Nasdaq-100 ETF, and Wall Street analysts are forecasting a 47% upside for SpaceX in their sell-side coverage debut. Curious where finance is headed …
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The Belgians Will Regret This
Together with Good Morning, A sad day for America. On a totally unrelated note, US is considering sweeping sanctions and blanket tariffs on the entire Belgian economy🇺🇸🇧🇪 Spreadwise is revolutionizing liquidity for HNWIs by offering fixed-rate liquidity at sub-4% rates. This is a game-changer for investors who want to access credit without disrupting their portfolios. …
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250 More🇺🇸🇺🇸🦅
Together with Good Morning Exec Sum fam, we hope you had a great Fourth of July🇺🇸 weekend with friends, family, fireworks, FIFA world cup, and whatever else in between. While most of took it easy, my interns were getting ready to lock in for a busy summer ahead, commencing with a new H2/Q3 season for …
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Zuck Doing What He Does Best
Together with Good Morning, M&A is having its best year ever, McKinsey is shaking up its board, hedge funds gained double-digits in H1, SpaceX shorts are coming under pressure, Trump made $1.4B of stock purchases in 2025, and Zuck is following in Musk's footsteps with plans for a cloud business to sell AI compute. 5 …
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The Billionaire Boomers Are Fighting
Together with Good Morning, Retail traders are buying dips at record pace, Ashton Kutcher is leaving Sound Ventures, US lifted bans on Anthropic's AI models, SpaceX is in talks to donate stock to fund children's Trump Accounts, and Buffett will not donate to Gates Foundation for the first time in twenty years as he awaits …